October 2016 - What's New in Advisor CRM

In the March 2016 release, we introduced Household linking between Advisor CRM and Advisor View, and we're now expanding your integration options to include Service Teams so that you can maintain a single source of record—saving time and increasing data accuracy. Now if you maintain Service Teams and service roles in Advisor View, updates will automatically sync to Advisor CRM for linked households.

You can see Service Team information in Advisor CRM on the Account and Financial Account records, as well as on two new records:

You can also easily assign a team or edit members on the Advisor CRM Account page, which provides Single Sign-On access for linked Households.

When you update a Service Team for a linked Household in Advisor View, the Service Roles will be locked in Advisor CRM so that there is only one source of record. However, if you delete a Service Team in Advisor View, the team will still remain in Advisor CRM, and will become editable.

Where can Service Team information be updated?

When Households are...	and...	Service Team information can be updated in...
Linked between Advisor View and Advisor CRM.	A Service Team is assigned to the Household.	Advisor View only. Related information will not be editable in Advisor CRM—it will update automatically from Advisor View. If you remove a Service Team from a Household in Advisor View, the Advisor CRM Service Team will be blank, but the Service Role fields will remain unchanged.
Linked between Advisor View and Advisor CRM.	No Service Team is assigned to the Household.	Either Advisor View or Advisor CRM. You can assign Service Teams in Advisor View to update fields. In Advisor CRM, the Service Team field will be locked, but the Service Role fields can be changed.
Not linked between Advisor View and Advisor CRM.		Advisor View and Advisor CRM. Changes will not sync between the products.
Sometimes linked between Advisor View and Advisor CRM.		Advisor View. When you: Create a Service Team, a new Service Team record will also be created in Advisor CRM. Delete a Service Team, the Service Team record in Advisor CRM will be deleted and the Service Team field will be cleared. Change a Service Team name, the name will be updated in Advisor CRM. Unlink a Service Role, service roles will be cleared for the related Service Team entity in Advisor CRM. Link a Service Role between Advisor View and Advisor CRM, service roles will be updated in Advisor CRM. Assign multiple users to a linked role in Advisor View, the service role will be updated with the first CRM user alphabetically, by display name.

Reporting

View Beneficiary Information with New report

We're providing a new report on the Reports menu that shows beneficiary data for a selected household or for all accounts and groups across your firm. This information makes it easier to identify the accounts that have no beneficiary assigned so you can prepare for meetings with your client.

You can then more easily answer these key questions about your clients' accounts:

To determine which information is shown on the report, you'll need to update financial accounts, trusts, and insurance planning records (life insurance only). On each of those records, you can select the new Requires Beneficiary check box, and that record will then show in the report.

Usability

Asset and Liability Pages Updated

In preparation for future integration with Advisor View, we've updated the names of fields on the Assets and Liabilities pages. All functionality remains the same, but the terminology now matches Advisor View.

> Assets Page Updates

> Liabilities Page Updates

New Name	Previous Name
Asset Description	Asset Name
Ownership Type The list now includes options for Individual, Joint, and Other. It no longer contains Client and Spouse.	Asset Owner
Primary Owner This field is available if the Ownership Type is set to Individual.	N/A
Tax Status	N/A
Asset Type list options: Other Asset Real Estate (Business) 529 Savings Plan Death Benefit Deferred Comp Future Deferred Comp Future Home Gift Inheritance Lump Sum Distribution Other Asset (Business) Other Future Assets Other Future Property Other Life Settlement/Award	Other Real Estate N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

New Name	Previous Name
Liability Description	Liability Name
Ownership Type The list now includes options for Individual, Joint, and Other. It no longer contains Client and Spouse.	Liability Owner
Primary Owner This field is available if the Ownership Type is set to Individual.	N/A
Tax Status	N/A
Liability Type list options: Automobile Boat Credit Cards Equipment (Business) Equity Line Line of Credit Mortgage Second Mortgage Mortgage (Business) Other Liability Other Liability (Business) Securities Backed Loan Vehicle – Other Vehicle (Business) Working Capital (Business)	Personal Vehicle–Automobile Personal Vehicle–Boat Personal–Credit Cards Business–Equipment Personal –Equity Line Personal–Line of Credit Personal–1st Mortgage Personal–2nd Mortgage Business–Commercial Mortgage Personal–Other Business–Other Personal–Securities Backed Loan Personal Vehicle–Other Business–Vehicle Business–Working Capital

Support added for Microsoft Edge Browser

Since the release of Windows 10, we've been conducting extensive testing and are now adding Edge to the list of officially supported browsers for the Advisor Xi® Suite.

Contents

Integration

Service Team information syncs Between Advisor View and Advisor CRM